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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Paul Engel who wrote (149961)	11/28/2001 9:11:37 AM
From: combjelly	Read Replies (2) \| Respond to of 186894

"Correction - AMD is losing money on FLASH - and admitted their FLASH business was deteriorating." Uh, no. They said their business had bottomed, and they expect it to increase. See jc-news.com "Intel's Flash business was most probably profitable in the past quarter - and should definitely be profitable this quarter and next" AMD's flash was also profitable, that is if you measure profit as selling the product for more than the cost of production. The question is how profitable will Intel's flash be when AMD can price their product at the same, or even lower level as Intel's, and have better specifications? Now you may claim that people are willing to pay more for a less reliable and lower spec'd product because it has Intel's name on it, but... "Those losers account for over half thier CPU production" This is, of course, wrong. But you know that, don't you?